Investment Planning Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 12,627 shares of SPSM stock, worth $575,286. This represents 0.21% of its overall portfolio holdings.

Number of Shares

12,627

Previous 18,539 31.89%

Holding current value

$575,286

Previous $789,000 25.98%

% of portfolio

0.21%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$42.26 - $47.16 $249,841 - $278,809	-5,912 Reduced 31.89%	12,627 $584,000
Q2 2025 Jul 21, 2025	SELL	$35.35 - $42.68 $234,830 - $283,523	-6,643 Reduced 26.38%	18,539 $789,000
Q1 2025 Apr 22, 2025	SELL	$40.03 - $46.81 $5.53 Million - $6.46 Million	-138,068 Reduced 84.57%	25,182 $1.03 Million
Q4 2024 Jan 22, 2025	BUY	$44.33 - $49.55 $1.21 Million - $1.36 Million	27,363 Added 20.14%	163,250 $7.33 Million
Q2 2024 Jul 22, 2024	BUY	$39.75 - $43.15 $5.4 Million - $5.86 Million	135,887 New	135,887 $5.64 Billion

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

206M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Account

Investment Planning Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History